Send Salesforce data to reports, spreadsheets and ETL

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shape Salesforce

Connect Salesforce Data to Your Warehouse

Salesforce stores critical business information across sales pipelines, marketing campaigns, and customer service interactions. With Kondado, you can centralize your Salesforce data to unlock comprehensive analytics and reporting capabilities. Replicate opportunity data, lead information, account details, and support case histories to build a complete view of your customer journey. Transform scattered CRM records into unified insights that drive revenue growth and improve retention strategies.

Kondado connects to the Salesforce API using your Email, Password, and Security Token from your CRM platform. After generating your token via Settings > Reset Security Key, you authenticate directly to access only the objects available to your user account. Through dynamic mapping, you select exactly which objects, schemas, or collections to replicate to your chosen destination on a configurable schedule ranging from every five minutes to daily.

Sales operations teams benefit by tracking conversion rates and pipeline velocity across territories, while marketing analysts measure campaign ROI and lead quality scores. Customer success managers monitor ticket resolution times and satisfaction trends to reduce churn. Business intelligence developers create executive dashboards combining sales forecasts with historical performance data, enabling data-driven decisions that accelerate business outcomes.

The Kondado platform takes care of refreshing Salesforce data, allowing you to stop wasting time with manual work and complex workflows, and focus on analyzing Salesforce data in your report, spreadsheet, data warehouse, data lake, or database

Once you configure your Salesforce data source below, your selected pipelines begin flowing to your destination automatically.

Load your Salesforce data into Power BI or Looker Studio to visualize win rates by sales stage, track average deal sizes, and monitor quota attainment across teams. Build spreadsheets in Google Sheets or Excel showing monthly recurring revenue trends and customer acquisition costs. In data warehouses like BigQuery, PostgreSQL, or Redshift, run complex SQL queries to identify cross-sell opportunities and predict churn risks using historical interaction patterns.

Combine Salesforce pipelines with marketing automation platforms, financial systems, or e-commerce data sources in Kondado to analyze the complete customer lifecycle from first touch to renewal. Correlate sales activities with advertising spend and support tickets to optimize resource allocation across departments.

With automated updates on your chosen schedule, your Salesforce analytics stay current without manual exports, ensuring stakeholders always work with fresh opportunity data and accurate forecasting metrics.

Try out all the features for free for 14 days

Dynamic data

Kondado automatically reads the schema of your Salesforce. All tables, views, and fields available in your account are extracted without manual configuration.

1
available pipeline

What Kondado extracts

Objeto
Kondado automatically maps all standard and custom objects in your account
Integration Description
Objeto Kondado automatically maps all standard and custom objects in your account

Try out all the features for free for 14 days

How to visualize Salesforce data in 3 steps

Connect Salesforce to dashboards, spreadsheets, or databases — no code required.

1
Authenticate Your Salesforce Account

Enter your Email, Password, and Security Token to connect to the Salesforce API and establish a direct connection. Generate your Security Token via Settings > Reset Security Key in your CRM platform to enable access to your available objects.

2
Select Pipelines and Destination

Choose which Salesforce objects, schemas, or collections to replicate through dynamic mapping, then select your destination such as BigQuery, PostgreSQL, Power BI, Google Sheets, or other supported platforms.

3
Analyze Across BI, Sheets, and SQL

Build executive dashboards in Looker Studio or Power BI, create reports in Google Sheets or Excel, and run complex queries in database tables to uncover sales trends and customer insights.

Try out all the features for free for 14 days

Hundreds of data-driven companies trust Kondado
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Pick a Spreadsheet, Database, Data Warehouse or Data Lake to receive Salesforce data

Choose a tool to visualize your Salesforce data

If the software you need is not listed, drop us a messagem. You can use almost every tool

Frequently Asked Questions (FAQ)

Find answers to common questions about connecting Salesforce to dashboards, spreadsheets, and databases

What credentials do I need to connect Salesforce to Kondado?
You need your Salesforce Email, Password, and Security Token to establish the connection. Generate your Security Token by navigating to Settings > Reset Security Key in your Salesforce account. Only objects and collections that your specific user account has permission to access will be available for replication.
Do I need to whitelist Kondado IP addresses for my Salesforce connection?
No IP whitelisting is required to connect Salesforce with Kondado. The connection uses standard authentication methods with your credentials, allowing you to start replicating data immediately without network configuration changes.
How do I select which Salesforce objects to replicate?
Kondado uses dynamic mapping that displays all available objects based on your user permissions after authentication. You simply select the specific objects, schemas, or collections you want to replicate from the interface, choosing exactly what data matters for your analytics.
Can I set up incremental sync for my Salesforce pipelines?
Yes, Kondado supports incremental synchronization to update only changed records rather than full refreshes. This keeps your destinations current while optimizing processing time, running on a configurable schedule from every five minutes to daily.
Which data destinations support Salesforce pipelines from Kondado?
You can send Salesforce data to business intelligence tools like Power BI and Looker Studio, spreadsheets including Google Sheets and Excel, or data warehouses such as BigQuery, PostgreSQL, MySQL, Redshift, SQL Server, and Amazon S3.
How can I combine Salesforce data with other sources for cross-platform analysis?
Add multiple data sources to your Kondado account and replicate them to the same destination warehouse or database. This allows you to join Salesforce opportunity data with marketing campaign metrics, financial records, or support ticket information for comprehensive customer lifecycle analytics.
Why are some Salesforce objects missing when I try to select data to replicate?
Only objects accessible to the user who generated the Security Token are available in the dynamic mapping interface. If specific objects are missing, verify that your Salesforce user profile has read permissions for those items and that you generated the token under an account with appropriate access rights.
How frequently can I schedule updates for my Salesforce data?
Configure automated updates to run as often as every five minutes or as infrequently as daily, depending on your business needs. This flexible scheduling ensures your Power BI dashboards, Google Sheets reports, or warehouse tables always reflect current sales activities without manual intervention.

Try out all the features for free for 14 days